Upland Capital Management, LLC

Fee-Only (% of Portfolio)

Upland Capital Management provides investment management to individuals, pensions, trusts, estates, charitable organizations, and corporations. Upland Capital focuses on the preservation and enhancement of investment assets through objective and continuous management. Upland Capital follows a disciplined approach to investment management with a focus on absolute returns. The firm assists clients in developing an investment policy statement, which clarifies their objectives, resources, and other important portfolio parameters.

Assets Under Management$9.1M
Clients8
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$9.1M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $1.5M0.75%
$1.5M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Upland Capital Management, LLC | TrueAdvisor